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Jan 17, 2015
01/15
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a record 7534 patents granted in 2014 for ibm. it is the 22nd year that ibm has been granted more patents. but it has been the worst performance on the dow two years in a row. does intellectual property and r&d really help the bottom line? i started by asking what benefit ibm really gets from all these patent applications. >> it has been a very big focus of the company, 22 years. for the company, for them, traditionally patents are thought to signal where future innovation might come. he is, new things where they are sticking their claim and using their big research to figure out what is next. the big question, like you said, for ibm, can they use these patents to raise these constantly falling sales for the past three years? in terms of whether or not they are actually making products that their customers want with these patents, it is a big question at ibm. >> i want to say, invention good, technology good, but this does beg the collection -- the question what is the real value for ibm? >> it is largely a numbers game. when you
a record 7534 patents granted in 2014 for ibm. it is the 22nd year that ibm has been granted more patents. but it has been the worst performance on the dow two years in a row. does intellectual property and r&d really help the bottom line? i started by asking what benefit ibm really gets from all these patent applications. >> it has been a very big focus of the company, 22 years. for the company, for them, traditionally patents are thought to signal where future innovation might come....
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Jan 20, 2015
01/15
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ibm, what's the big deal? i think the fact they continue to miss on the revenue side off of what has been probably really compressed expectations lead me to believe that although the stock might rally to that 165 level, every rally in the stock for the last 24 months has been a sale and again i think that trend continues. you know what else continues tonight on "fast money"? we're going to have a tag team street fight. first time ever kelly. you better tune in man. this is going to be nuts. >> you're getting ahead of yourself. we have to go back to dan ives because before we let you go just cure flus toious to gai's point, every rally has been a point. what does it take in terms of numbers and guidance to turn it around? >> i think it's about giving investors comfort in the cloud transition, in that road map. you compare it with what that dell has done and microsoft, he's done all the right thing. i think it's about giving the playbook. it's not just talking the talk but walking the walk. >> dan, thank you for
ibm, what's the big deal? i think the fact they continue to miss on the revenue side off of what has been probably really compressed expectations lead me to believe that although the stock might rally to that 165 level, every rally in the stock for the last 24 months has been a sale and again i think that trend continues. you know what else continues tonight on "fast money"? we're going to have a tag team street fight. first time ever kelly. you better tune in man. this is going to be...
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Jan 26, 2015
01/15
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ibm laying off to me shows they are disorganized. charles: they are. lou tkpwrerber iercame into ibms dying, immediately announced 9 9 million in reorganization, cut 35,000 jobs, sole assets, and 35,000 jobs, he did what he had to do, this is what angers people on main street, a lot of people who don't want to invest in market, what is good for wall street, ibm made a amazing come back is not often goodo main street. >> but, it makes sense we're dealing with balance sheets, i am not saying it is fair for main street, it not for for those outlooking for jobs, that is really terrible. when you look at a company that needs to be making profits for shareholders they have do this, that is the bottom line. >> and looking long-term. it paid off well, ibm last year hired 45,000 people, and that have 15,000 openings right now, they are shifting workforce. that is say good move. i don't think we're in the same situation, 50,000 could lose their job, ibm is a bit of prub toltrouble to me. charles: i think that ceo is being shao* to she is being too. go on a spend
ibm laying off to me shows they are disorganized. charles: they are. lou tkpwrerber iercame into ibms dying, immediately announced 9 9 million in reorganization, cut 35,000 jobs, sole assets, and 35,000 jobs, he did what he had to do, this is what angers people on main street, a lot of people who don't want to invest in market, what is good for wall street, ibm made a amazing come back is not often goodo main street. >> but, it makes sense we're dealing with balance sheets, i am not...
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Jan 20, 2015
01/15
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that's ibm. the latest now on its conference call. >> the conference call is still ongoing right now. the ibm cfo martin schroeder speaking about what's happening overall with the company. they did talk a little bit about what they are devoting resources to, how 2014 was a transitional year, if you will, under the ceo so martin schroeder talking a little bit and take a listen to what he's saying about where they are devoting some of their resources in this coming year? >> we're continuing to invest and both offerings and operational capabilities. that includes targeted investments in mobility, security and cloud which complement our client's systems of record as well as operational improvements such as the savings yield from the rebalancing action we took earlier this year and more broadly deployed automation in the delivery centers. >> now, ibm also highlights this idea that those growth strategic imperatives, things like cloud, business analytics, mobile, cyber security, now represent about 27%
that's ibm. the latest now on its conference call. >> the conference call is still ongoing right now. the ibm cfo martin schroeder speaking about what's happening overall with the company. they did talk a little bit about what they are devoting resources to, how 2014 was a transitional year, if you will, under the ceo so martin schroeder talking a little bit and take a listen to what he's saying about where they are devoting some of their resources in this coming year? >> we're...
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Jan 21, 2015
01/15
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earnings, but weaker guidance from ibm, that led that average down. you can see firming oil helping as well as headlines about what the ecb might do in a crucial meeting that happens tomorrow morning. reports saying that ecb could be set to approve a program of roughly $700 billion in bond purchases each year. shares of united health in the green after fourth-quarter profit and revenue topping expectations with the company saying it benefitted from an increase in profit margins and a surge in premium revenue. that stock up nearly 3% today. but on the downside of the dow, shares of ibm slipping after revenue in 2015 forecasts came in below analyst estimates. jon fortt will have a lot more on what you need to know about ibm a little later on this hour. that is the biggest contributor to any downside pressure on the dow. down by about 3%. carl? >> as it was all of last year. when we come back, a great interview coming for you later this hour, jpmorgan chairman and ceo jamie dimon will join us live from davos coming in a few moments. the president coming
earnings, but weaker guidance from ibm, that led that average down. you can see firming oil helping as well as headlines about what the ecb might do in a crucial meeting that happens tomorrow morning. reports saying that ecb could be set to approve a program of roughly $700 billion in bond purchases each year. shares of united health in the green after fourth-quarter profit and revenue topping expectations with the company saying it benefitted from an increase in profit margins and a surge in...
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Jan 20, 2015
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it is good news for ibm. we are looking to see if they resolve issues they have had with software which makes three quarters of the revenue growth for the entire company. the fourth quarter, that will be the first question investors have. how did things do? second, what is the allocation strategy? are they looking to take money that they have historically spent on buybacks and dividends and regular -- relegate some of that to rmb? they spend about 6% of sales on r&d. is it time to boost that number to go after competitors? third on the docket for them for sure is going to be what is the company going to do in 2015? they throughout the roadmap. rometty needs to come in and lay out a very step-by-step plan to ease the concerns of investors. we saw the shares dropped and a lot of that was after the third-quarter earnings when they throughout the roadmap. that is what we will really be paying attention to in terms of what they have to say after the market close. >> there is a precedent for ibm throwing out not ju
it is good news for ibm. we are looking to see if they resolve issues they have had with software which makes three quarters of the revenue growth for the entire company. the fourth quarter, that will be the first question investors have. how did things do? second, what is the allocation strategy? are they looking to take money that they have historically spent on buybacks and dividends and regular -- relegate some of that to rmb? they spend about 6% of sales on r&d. is it time to boost...
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Jan 6, 2015
01/15
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the dogiest dog of all is ibm down 14.5% for 2014. i don't think ibm is going to -- let's say i think it will be in mud again in 2015. i don't really know what can happen here that can help this very broken company and very broken stock. transformative acquisition can beef up the consulting side might help. i think that is way too bold for this timid sweet outfit. i feel bad for this guy. nice boy. you have like a bone for this guy? i question every assumption about ibm's earnings power. the move to the cloud cuts margins. only 43% of sales are domestic. it doesn't have a real product cycle. meanwhile, ibm will keep buying back stock at what looks to be inflated levels similar to 2014 strategy. you have to ask yourself. how long will big share holder warren buffett stay the course? if he leaves i think the stock could see 125. that is truly eye catching if not eye gouging performance. it's a peanut butter cookie. when it comes to the dogs of the dow some of the names can turn things around but the oils are headed lower. ibm, a house o
the dogiest dog of all is ibm down 14.5% for 2014. i don't think ibm is going to -- let's say i think it will be in mud again in 2015. i don't really know what can happen here that can help this very broken company and very broken stock. transformative acquisition can beef up the consulting side might help. i think that is way too bold for this timid sweet outfit. i feel bad for this guy. nice boy. you have like a bone for this guy? i question every assumption about ibm's earnings power. the...
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Jan 21, 2015
01/15
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ibm made a forecast. ibm is down. ibm is a dow stock. the dow would be at 100 points. look at goals, please. we've crossed $1300 an ounce. loyola, have we hit a bottom? we have been around 47 for a long time. national average for a gallon of gas keeps on falling. i like this one. twenty-six states in the $1 club. what is that little square. >> i am glad that somebody can identified. >> it is a great state. >> taking a lot of time here. the cheapest gas in the lands. where is it? >> san antinomy of, texas. >> i call it san antonio. i am from florida. what do i know? stuart: check out this video. $1.63 a gallon for regular. not quite the lowest in the land. chris is with us. all right wrists. >> i want to disassociate myself with any remarks about south dakota. stuart: cheap gas. we think it is the best stimulus that we've got. >> the politician will take credit for the sun coming up in the morning, if you give them the chance. that is their job. they have always been the same. they are unchanging. when the economy was very fat, he said his policies were necessary to rev
ibm made a forecast. ibm is down. ibm is a dow stock. the dow would be at 100 points. look at goals, please. we've crossed $1300 an ounce. loyola, have we hit a bottom? we have been around 47 for a long time. national average for a gallon of gas keeps on falling. i like this one. twenty-six states in the $1 club. what is that little square. >> i am glad that somebody can identified. >> it is a great state. >> taking a lot of time here. the cheapest gas in the lands. where is...
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Jan 21, 2015
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ibm left for dead, that's a plum waiting to be picked up. let me be the last shareholder standing of ibm. >> all right. let's bring him in. jim joins us now on the phone. all right. jim, you tell me. what are you going to do now? sitting on the stock. you obviously said what you did. we replayed it in case you didn't hear it. >> i heard it. >> what do you do? >> i'm sticking with it. let me point out that i do have the option in this competition of selling it but i'm not going to. i see a 5 to 30% rise in the share price from here and i'll go through how i get that. >> do it. because you may be one of the only people out there who actually sees that. >> yep. i hear you. >> maybe buffet does too. who knows. >> well, we'll come also to what would make me sell this. it's not today's news. i wanted and got them -- not that i got them to do this, but they put out guidance for the year. rometty, which i've pronounced the right way. >> congratulations. >> unwise to do anything but low ball the number. she has a range of 1575 to 1650. i was looking
ibm left for dead, that's a plum waiting to be picked up. let me be the last shareholder standing of ibm. >> all right. let's bring him in. jim joins us now on the phone. all right. jim, you tell me. what are you going to do now? sitting on the stock. you obviously said what you did. we replayed it in case you didn't hear it. >> i heard it. >> what do you do? >> i'm sticking with it. let me point out that i do have the option in this competition of selling it but i'm not...
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Jan 27, 2015
01/15
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as a raw material. >> no, but ibm has real issues and ibm will be cutting costs and ibm will be firing a lot of people. if you tell me how that's good for wage growth and consumer demand i'm all ears. >> let's look at the job picture right now. u.s. economy is averaging over . . . . the stock in the u.s. is going to represent that. we're going higher, not lower. >> well, the blizzard of 2015 was not as bad as expected for the new york area. it is rippling air travel all across the country. c northbound's phil lebeau is live at the united airlines flight operations center in chicago. hey, phil. >> cancellations now total 5,000. it's for all airlines here in the united states. here's a look at the current flight route map, if you will, in terms of number of flights that are out there. you see the storm there hovering over the new england as well as parts of new york and that is still certainly restricting flights in that area. hartford, boston, those guys are closed for today and likely tomorrow as well. here at united, clearly they have a hub at newark, and the focus of the operations t
as a raw material. >> no, but ibm has real issues and ibm will be cutting costs and ibm will be firing a lot of people. if you tell me how that's good for wage growth and consumer demand i'm all ears. >> let's look at the job picture right now. u.s. economy is averaging over . . . . the stock in the u.s. is going to represent that. we're going higher, not lower. >> well, the blizzard of 2015 was not as bad as expected for the new york area. it is rippling air travel all across...
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Jan 2, 2015
01/15
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that makes them all tough. >> you have a bet on ibm, correct is this. >> i do. i'm on the opposite side of the fence from steve. it think it is still a premium to have ibm running your systems at the enterprise level. and i've already put my money and mouth behind. it so we'll see. >> what does rometty have to prove this year? >> 2014 was the throw in the kitchen sink. she removed guidance. sold a lot of crummy businesses. this has to be execution year. and if she doesn't execute in the first two quarters i think she has to worry about her job security. >> and dick costolo's name comes up the most in 2015 management issues. anyone want to buy twitter on the bet? >> if he leaves or however it hans, they separate, sure the stock will pop depending who they bring in. but the question is what is the plan going forward? you need a vision there. it is the only one who really hasn't enhanced meaningful their profile to get more there for longer periods of time. >>> and coming up will the apple watch be a game changer? and dog ordeal. and we've got two traders ready to
that makes them all tough. >> you have a bet on ibm, correct is this. >> i do. i'm on the opposite side of the fence from steve. it think it is still a premium to have ibm running your systems at the enterprise level. and i've already put my money and mouth behind. it so we'll see. >> what does rometty have to prove this year? >> 2014 was the throw in the kitchen sink. she removed guidance. sold a lot of crummy businesses. this has to be execution year. and if she...
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Jan 21, 2015
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into things that ibm can sell? . you get that -- >> he did that for him staring in the mirror. myself and my team has taken things out of the fundamental physics lab and put it in your devices and pockets. when i started at ibm it was semiconductors. reinvented a technology that extends the life of silicone. it is in every device in the world, almost. we made it happen, got it in the field, and it was a huge difference. >> what are you doing to differentiate yourself? >> and you look at big data, it is an empty set of words. there is a great example with a children's hospital in trenton to give you an example of why it matters. a baby is born prematurely with minimal defenses against infection. these children become septic highly infected, and you do not know until their bodies collapse and they die rapidly. it is called baby crashing. it is a war to see a baby that looked great one minute and is dead the next. we collected every imaginable piece of data on this child's body and we looked at any baby that went thro
into things that ibm can sell? . you get that -- >> he did that for him staring in the mirror. myself and my team has taken things out of the fundamental physics lab and put it in your devices and pockets. when i started at ibm it was semiconductors. reinvented a technology that extends the life of silicone. it is in every device in the world, almost. we made it happen, got it in the field, and it was a huge difference. >> what are you doing to differentiate yourself? >> and...
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Jan 21, 2015
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you know what the difference is here between, say, the ibm and nfl? ibm is going to lose right? and bad. at the bottom of the division. but they don't get a high draft choice because they failed to do well. there are no draft choices in this game and there's no medals for stocks down $4.80 in a single session. of course there was another positive. the key hmo you nighted health that was especially meaningful because last week they were downgraded. now, if you're a voracious short seller like a lot of the bozo hedge funds, this likes like a situation. we've also got two good bank quarters, this time from u.s. bane bank corp. they show you once again that the real problems are with the big and hard to understand and unwined banks. notice wells was almost back to when there was so much hammering about that quarter, that it was a bad one. it was a good one, people. and we had oil stabilized that matters too. it's not the direction but the velocity. oil has now stabltized in the mid-40s which allows oil companies to catch their breath. that's how chev ron neighbors in weatherford can
you know what the difference is here between, say, the ibm and nfl? ibm is going to lose right? and bad. at the bottom of the division. but they don't get a high draft choice because they failed to do well. there are no draft choices in this game and there's no medals for stocks down $4.80 in a single session. of course there was another positive. the key hmo you nighted health that was especially meaningful because last week they were downgraded. now, if you're a voracious short seller like a...
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Jan 29, 2015
01/15
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the enterprise. >> i think the partnership with ibm. and the work we have going on the enterprise is profound. i think we're going to change the way people work. i'm really excited about the apps that are coming out and how fast the partnership is getting up and running. >> now the big question for investors is whether apple can keep the momentum going. one way the tech giant can keep pleasing shareholders boost the capital return program. certainly apple can afford it. it's current cash pile $178 billion for nightly business report i'm josh lipton in silicon valley. >> the next big sector to report latest quarterly earnings this season will be the oil majors with demands so low and oil prices sliding nearly 60% over the next 7 months. what should investors expect from the energy sector. >> earnings season kind of like the super bowl on wall street. we've heard from the banks and some big names in tech. what will energy companies have to say now that oil's trading around $45 a barrel. it all kicks off tomorrow with conoco phillips valer
the enterprise. >> i think the partnership with ibm. and the work we have going on the enterprise is profound. i think we're going to change the way people work. i'm really excited about the apps that are coming out and how fast the partnership is getting up and running. >> now the big question for investors is whether apple can keep the momentum going. one way the tech giant can keep pleasing shareholders boost the capital return program. certainly apple can afford it. it's current...
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Jan 21, 2015
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ibm, i like ibm. it's ibm. sponsor the masters along with at&t and exxon. if it goes theway of kodak or digital equipment it would be a tragedy. we'll see. amd. warning it's current quarter revenue will fall short. it's about a $2 million cap company now. weak sales of graphic cards. netflix, shares soaring in early trade. adding 4.3 million subscribers in the last quarter. the big driver overseas groethd offsetting a slow down in the united states. >> let's get a check on the markets this morning. we have been watching what the futures have been up to. if you take a look you'll see at least in this hour the futures are relatively flat. you're looking at the s&p barely budging. dow futures down by 7 points. also if you take a look at the early trade in europe this morning, at this point you'll see that the european markets are relatively flat as well although the ftse has a gain of three quarters of a%. in asia the bank of japan with it's stimulus. encourage banks to boost lending and you see in asia overnight the shanghai was up by 4.7%. this is coming aft
ibm, i like ibm. it's ibm. sponsor the masters along with at&t and exxon. if it goes theway of kodak or digital equipment it would be a tragedy. we'll see. amd. warning it's current quarter revenue will fall short. it's about a $2 million cap company now. weak sales of graphic cards. netflix, shares soaring in early trade. adding 4.3 million subscribers in the last quarter. the big driver overseas groethd offsetting a slow down in the united states. >> let's get a check on the markets...
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Jan 21, 2015
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got to get to ibm as well. better than expected fourth quarter operating earnings of 581, consensus -- it misses by the way as big blue fails to generate year-over-year sales for an 11th consecutive quarter. full year guidance below street forecast. earlier, the ibm cfo expressed optimism about the growth prospects. >> as we shift to value and our strategy's very much around the shift of value, as we shift to value in the clouds and analytic we see very good margin opportunities and growth prospects. >> obviously very tough services revenue down seven. >> cash flow flat according to what we heard. >> no outlook for increased revenue in 2015. >> they are the most optimistically pessimist people. isn't it terrific to rebuilding here. >> it's a reset. >> reset. >> yes. i don't know what you do other than what they're trying to do. the question is when they're going to be able to successfully execute over time. your points are well taken, why would i want to own the stock during transition? if i'm on the board of d
got to get to ibm as well. better than expected fourth quarter operating earnings of 581, consensus -- it misses by the way as big blue fails to generate year-over-year sales for an 11th consecutive quarter. full year guidance below street forecast. earlier, the ibm cfo expressed optimism about the growth prospects. >> as we shift to value and our strategy's very much around the shift of value, as we shift to value in the clouds and analytic we see very good margin opportunities and...
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Jan 16, 2015
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. >> ibm even more so. ibm's worked out. >> yes. and having said that i mean i agreed with your guest before. i mean we're long apple, for example. because you're getting apple at a lower multiple than hewlett-packard or some of the others and yet it's growing, innovating, throwing off tons of cash. >> they sold everything. >> services company. >> services. i wouldn't put ibm -- we have been short ipm but wouldn't put it in the pc. >> what do you think about intel? >> we're short intel. >> wait a second. you're short intel? is this a new effort? >> i don't tell you all my short positions all the time becky. sorry. we've been short intel probably better part of this year. six months. >> what was the catalyst for that? >> same idea. i think joe mentioned earlier this morning the stock has been between 15 and 25 forever. and it's got the same challenges. i'm going to be curious to hear what the ceo says about the balance sheet and some other issues we saw on the balance sheet last night. >> one thing that intel has done is kind of deci
. >> ibm even more so. ibm's worked out. >> yes. and having said that i mean i agreed with your guest before. i mean we're long apple, for example. because you're getting apple at a lower multiple than hewlett-packard or some of the others and yet it's growing, innovating, throwing off tons of cash. >> they sold everything. >> services company. >> services. i wouldn't put ibm -- we have been short ipm but wouldn't put it in the pc. >> what do you think about...
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Jan 20, 2015
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. >> keep it here for netflix and ibm after the belle. we'll send it over to scott wapner and the "halftime report." >> welcome to the halftime show. meet our starting lineup, stephanie link, the co portfolio manager of jim cramer's charitable trust. josh brown, ceo of rid holtz wealth management, john najarian, option munster, and dan greenhouse with us today for the hour. our game plan looks like this. top gun, a hedge fund manager who returned nearly 60% in 2014 is with us exclusively. how his commodities focused fund keeps winning and where oil is going next. streaming success. can netflix deliver on its earnings tonight and what's the best trade ahead of those numbers. we do begin with the start of what we're calling the market's moment of truth. a big week of earnings, the busiest thus far. critical ecb meeting in which europe's central bank could announce its own qe program. throw in fresh concerns about china's growth, fallout from the swiss franc frack cuss, president's state of the union address and investors have plenty to cons
. >> keep it here for netflix and ibm after the belle. we'll send it over to scott wapner and the "halftime report." >> welcome to the halftime show. meet our starting lineup, stephanie link, the co portfolio manager of jim cramer's charitable trust. josh brown, ceo of rid holtz wealth management, john najarian, option munster, and dan greenhouse with us today for the hour. our game plan looks like this. top gun, a hedge fund manager who returned nearly 60% in 2014 is with...
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Jan 20, 2015
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after the bell it's all about ibm and netflix. tomorrow american express, ebay report after the close. thursday thursday,verizon. brian reynolds is still with us. it's been a bumpy start to the earnings season given the mixed message banks were telling us last week but do you think with the focus more on the consumer netflix, mcdonald's, others reporting this week that earnings could pick up? >> definitely. they had a lot of problems at the end of last year because trading slowed down but once you get into the real economy it's still a very slow economy but getting better so overall we think earnings are going to beat expectations. >> what about energy? analysts have been lowering their expectations but are expectations so low that some of these energy companies could beat expectations? >> that's the one bad spot for earnings is the energy sector. i have been talking about how wall street sub primes technologies. we wrapped them in the same way we wrapped mortgages last cycle. with structured finance deals implode it stays down. i
after the bell it's all about ibm and netflix. tomorrow american express, ebay report after the close. thursday thursday,verizon. brian reynolds is still with us. it's been a bumpy start to the earnings season given the mixed message banks were telling us last week but do you think with the focus more on the consumer netflix, mcdonald's, others reporting this week that earnings could pick up? >> definitely. they had a lot of problems at the end of last year because trading slowed down but...
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Jan 3, 2015
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with ibm, the worst performing dow stock for the past two years, ceo jinny ra met tee needs to reverse the trend. >> i think rametti has been dealt a tough hand. getting the company to a $20 eps number. >> reporter: heshe did abandon the forecast with her own strategy to reinvigorate the tech giant on mobility and security for corporate clients, a plan expected to put the past years woes behind ibm so the stock rings up gains in the new year. for "nightly business report," i'm mary thompson. >>> still ahead, intel started 2015 right where it left off in 2014. that would be higher as the shares soared nearly 40% in the past year. can they keep moving higher? >>> well it probably won't take long for the new republican controlled senate to push for legislation to complete the controversial keystone xl pipeline. next week when the new congress comes into session, a senate committee is scheduled to vote on legislation approving that pipeline. the vote will then pave the way for the bill to come up on the entire senate floor. it's been a long time coming. also in washington the white house t
with ibm, the worst performing dow stock for the past two years, ceo jinny ra met tee needs to reverse the trend. >> i think rametti has been dealt a tough hand. getting the company to a $20 eps number. >> reporter: heshe did abandon the forecast with her own strategy to reinvigorate the tech giant on mobility and security for corporate clients, a plan expected to put the past years woes behind ibm so the stock rings up gains in the new year. for "nightly business report,"...
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Jan 16, 2015
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if not ibm will head down to 125 in the straight line. i think a lot of people will request whether warren buffett's loyalty is going to remain. wednesday we here from a key dow component, that's united health. they are an hmo, if unh has growth in the age of obama care you'll see a boost in all things health care related. i don't believe how important this report is going to be and how little people focus on united health. we also get results from another united, united rentals, uri, it's big equipment, rent it and capital goods and crushed by the decline in oil because it happens to have an oil service arm. almost like if they close it the stock would go back to 120. if united rentals says you're way too negative you might see an eruption in the upside in all things machinery. one that i care about, general dynamics, the defense stocks were the strongest group in the market going into 2015 even stronger than health care. the company talked about how other countries are arming themselves and not relying on the united states as a protecto
if not ibm will head down to 125 in the straight line. i think a lot of people will request whether warren buffett's loyalty is going to remain. wednesday we here from a key dow component, that's united health. they are an hmo, if unh has growth in the age of obama care you'll see a boost in all things health care related. i don't believe how important this report is going to be and how little people focus on united health. we also get results from another united, united rentals, uri, it's big...
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Jan 21, 2015
01/15
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BLOOMBERG
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ibm is falling and it will be a drag on industrials. revenue every geography of the fourth quarter and 2000 15 earnings also disappointing some investors because the trail analyst estimates. united held profit that beat estimates. >> thank you so much, scarlet. some of the big movers in the market. much more ahead, including from the former secretary larry summers. ♪ >> according to the latest poll, investors are worried about china. china's shanghai composite index is up a blistering 52% since june. 58 percent of investors polled by bloomberg say the rally will not last and 47% nearly half say china's economy is tiered rating despite growing at 7.3%. when we like to have that kind of growth in the u.s. here? i want to bring back chairman of equity international and equity group investments. every, talk to you, your news travels all over parts of the world. china is one area you and i have talked about. you have not had a in china. would you go back? >> we are back in two china now. you cannot take china and say, we will take that out
ibm is falling and it will be a drag on industrials. revenue every geography of the fourth quarter and 2000 15 earnings also disappointing some investors because the trail analyst estimates. united held profit that beat estimates. >> thank you so much, scarlet. some of the big movers in the market. much more ahead, including from the former secretary larry summers. ♪ >> according to the latest poll, investors are worried about china. china's shanghai composite index is up a...
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last year ibm was down 15%. the prior year down 2%. so the ibm shareholders are hoping for a great 2015. back to you. cheryl: nicole, thank you very much, see you when the bells ring 25 minutes from now. >>> while super bowl ratings set new records each year, it is a trend that could come to an end. thanks to a much younger and inexperienced opponent. the first-ever college football playoff occurred last weekend and generated historic cable tv ratings with over 28 million viewers watching each game. with record-breaking numbers, the college football championship may soon replace the super bowl. here with us to break that down and a lofty prediction from robert tuchman, he is here and fox sports one contributor jenny taft. welcome to both of you. robert, you think that the college championship is going to be a ratings, profits, viewers, what? >> yeah, if you look at it right now, they are excited because the first two games after what happened, the semifinals, the ratings, no one expected that. you go to the championship game monday nig
last year ibm was down 15%. the prior year down 2%. so the ibm shareholders are hoping for a great 2015. back to you. cheryl: nicole, thank you very much, see you when the bells ring 25 minutes from now. >>> while super bowl ratings set new records each year, it is a trend that could come to an end. thanks to a much younger and inexperienced opponent. the first-ever college football playoff occurred last weekend and generated historic cable tv ratings with over 28 million viewers...
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Jan 4, 2015
01/15
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CSPAN
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if we grow in the mid-single digits -- >> ibm is about 12. that is you of the channels. all of the new change. the challenge is do we get the markets right and what the markets are were read about, we are good on transition. the question is, can we get revenue growth in this area? a small company of 20 people can come right at us. on the other hand, every time we get a 40% market share and combine these products together and take expenses out and moved. if we do it right, we will have good software. >> everybody has seen the ad and the hype about the cloud. tell us three things that are b.s. about the cloud and three things that are real. >> i will get in trouble. quickly go for it. >> the i.t. is waiting. -- sweating. b.s. on the cloud is it is secure. it is not there yet and it has to be with certain applications on it. how easy it is to get some work load balances. [indiscernible] the positives -- it will be the future. we would use a for 20 5% of consumption of i.t. or 50%. -- 25% of consumption of i.t. or 50%. if you talk to pass customers, we are the number one pla
if we grow in the mid-single digits -- >> ibm is about 12. that is you of the channels. all of the new change. the challenge is do we get the markets right and what the markets are were read about, we are good on transition. the question is, can we get revenue growth in this area? a small company of 20 people can come right at us. on the other hand, every time we get a 40% market share and combine these products together and take expenses out and moved. if we do it right, we will have...
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Jan 20, 2015
01/15
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FOXNEWSW
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ibm however going the other way. sales that fell steeper than expected, and particularly globally, which always raises eyebrows on the street that this could be some bigger problems down the road. ibm shares are down 2% on that news. so a tale of two different company reports today. >>> in the meanwhile ahead of the state of the union, the state of our fight against extremism. militants in yemen seizing the presidential palace of the u.s. backed government. the president's self-proclaimed success story over there falling apart. to republican senator john mccain, who is out with a new book. senator, always good to have you, and thank you very much for joining us. first of all, on what you make of what's happening in yemen, because these are fast-moving developments where we could be potentially days away from the toppling of that government. into control of the rebels. what do you think? >> first of all this is what the president in his speech -- when he said he wanted to degrade and destroy isis said that yemen and s
ibm however going the other way. sales that fell steeper than expected, and particularly globally, which always raises eyebrows on the street that this could be some bigger problems down the road. ibm shares are down 2% on that news. so a tale of two different company reports today. >>> in the meanwhile ahead of the state of the union, the state of our fight against extremism. militants in yemen seizing the presidential palace of the u.s. backed government. the president's...
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Jan 28, 2015
01/15
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CNBC
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and he talked about conference call with analysts about the partnership with ibm as apple works to push the ipad harder into the enterprise. >> i think the partnership with ibm and the work that we have going on in the enterprise is profound. i think we're really going to change the way people work. i'm excited about the apps that are coming out and how fast that -- the partnership is getting up and running. >> now by the way, cook hinted at a final reason for optimism saying that he knows what's in that ipad pipeline and in his words he feels very, very good about what's coming. carl, back to you. >> all right. she nice. thanks so much, josh. josh lipton in san jose on the apple quarter. for more let's bring in analyst jeffrey to talk about what went right mostly and the few things that did go wrong. your thoughts on the overall phone strength, the margin strength and how long that could last? >> it was an amazing quarter. i think we had some inkling volumes would be good but the asps setting prices on the gross margins were incredibly strong. obviously apple tends to have strong first
and he talked about conference call with analysts about the partnership with ibm as apple works to push the ipad harder into the enterprise. >> i think the partnership with ibm and the work that we have going on in the enterprise is profound. i think we're really going to change the way people work. i'm excited about the apps that are coming out and how fast that -- the partnership is getting up and running. >> now by the way, cook hinted at a final reason for optimism saying that...
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Jan 27, 2015
01/15
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CNBC
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there's a new way to work and it's made with ibm. >>> welcome back. european leaders urged moscow to condemn the actions of separatists in eastern ukraine. we also called on foreign ministers to consider further action against russia including additional sanctions. >> meanwhile the russian rouble firmed against the u.s. dollar after yesterday's slump as they sell their foreign currency. s&p downgraded it to junk in the first time in over a decade. earlier we spoke to the director and he said the outlook for russia's economy looks bleak. >> we have revised lower our long-term growth expectations to around .4% over the next four or five years and we think it's going to contract this year. that's going to impact public finances and the banks. the banks could hit the fiscal situation for russia. >> we're now joined by the head of cemea fx and rate strategy at citi. thanks for being with us. we were talking to a previous guest earlier today about how you could eventually see opportunity coming out of what's going on in russia particularly if the chinese th
there's a new way to work and it's made with ibm. >>> welcome back. european leaders urged moscow to condemn the actions of separatists in eastern ukraine. we also called on foreign ministers to consider further action against russia including additional sanctions. >> meanwhile the russian rouble firmed against the u.s. dollar after yesterday's slump as they sell their foreign currency. s&p downgraded it to junk in the first time in over a decade. earlier we spoke to the...
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Jan 28, 2015
01/15
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BLOOMBERG
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it is interesting they are working with ibm to get the corporate consumer using tablets. perhaps that is why it is interesting. the fact it is that much more tailored for business use. there is a slight issue with tablets. there is a slight issue with the dollar as well. another big multinational but when you are selling most of your product outside of the u.s., less bang for your buck when you're selling in asia and europe. that is when you're going to knock about 5% of the overall sales. it is about $300 for the most basic range. you're managing to marry together design for luxury and design for fitness. that is the innovative product. the first new product range for apple. i think we're going to start to see this driving higher. maybe the biggest will work. they are yanking up prices in the apps in europe and canada. the company is doing a lot to offset the negative. >> stunning numbers. other companies struggling to shrug off the strong dollar. a big selloff. the dollar weighing on corporate earnings. how long can the united states tolerate this dollar? 30 minutes int
it is interesting they are working with ibm to get the corporate consumer using tablets. perhaps that is why it is interesting. the fact it is that much more tailored for business use. there is a slight issue with tablets. there is a slight issue with the dollar as well. another big multinational but when you are selling most of your product outside of the u.s., less bang for your buck when you're selling in asia and europe. that is when you're going to knock about 5% of the overall sales. it...
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Jan 20, 2015
01/15
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BLOOMBERG
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> ibm is on track to be the worst-performing stock in the dow jones industrial average. shares of fallen 16%. that was from last year alone. everybody is putting to see what the plans are for 2015. i want to bring in alex break. alex the forecast is already been cut. >> they want to see how they will get the transition accelerated. we've heard her talk about moving to the cloud. we are transforming this old company the usually based on hardware. last quarter she said it's not happening fast enough. we need to accelerate. profit roadmap that they had, that's me shares fell. they are looking for an outline of what she's going to get the company back on track. >> what is she going to do? >> she's reorganizing the company. she is basing it on cloud computing. that is what customers want. they have had some issues. in the third quarter, she said the software division is having sales issues. they were not executing heels they were trying to close. in services, they are having issues with productivity. that is bad for their margins. we are looking to see in the fourth quarter,
> ibm is on track to be the worst-performing stock in the dow jones industrial average. shares of fallen 16%. that was from last year alone. everybody is putting to see what the plans are for 2015. i want to bring in alex break. alex the forecast is already been cut. >> they want to see how they will get the transition accelerated. we've heard her talk about moving to the cloud. we are transforming this old company the usually based on hardware. last quarter she said it's not happening...
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Jan 23, 2015
01/15
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CNBC
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ibm watson can not only read this data, but understand it. it's trained by doctors. and it's always learning. it can help find hidden correlations and help your doctor recommend treatment options for you. there's a new way to work and it's made with ibm. you just got a big bump in miles. so this is a great opportunity for an upgrade. sound good? great. because you're not you, you're a whole airline... and it's not a ticket you're upgrading, it's your entire operations, from domestic to international... which means you need help from a whole team of advisors. from workforce strategies to tech solutions and a thousand other things. so you call pwc. the right people to get the extraordinary done. ♪ helima,. >>> markets are mixed. crude oil lower yet again today. traders digesting the news that saudi king abdullah has died, passing the thrown jackie deangelis breaks it down for us. >> that's right. we did see initial pop on the news of the king's passing and those gains did become more muted when the market decided that, you know, things will probably stay the same. an
ibm watson can not only read this data, but understand it. it's trained by doctors. and it's always learning. it can help find hidden correlations and help your doctor recommend treatment options for you. there's a new way to work and it's made with ibm. you just got a big bump in miles. so this is a great opportunity for an upgrade. sound good? great. because you're not you, you're a whole airline... and it's not a ticket you're upgrading, it's your entire operations, from domestic to...
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Jan 20, 2015
01/15
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FBC
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we'll see how that adjusts with the top line miss on ibm. all right, let's move it back to our panel. dan, if you want to comment on some earnings we're receiving. overall it has been a very satisfactory fourth quarter earnings reporting season. how do you think that will affect the valuation of the marketplace as a whole? >> look, the market came into this year, the s&p valued at 17, 18 times. that is a little bit higher than the historical mean which is typically around 15 types as i said earlier. market is coming into the new year. we're a bit overbought. there was a lot of froth, a lot of bullish sentiment. i think in earnings season that sort of meets expectations. given our geopolitical climate here you could see some steam pulled away from this thing. we were talking about a correction earlier. i think you can see a modest correction, based on meeting expectations. given, what is a going on in currency markets. what is going on in the euro region. david: let me go back to adam, for a second here. we're getting these breaking numbers f
we'll see how that adjusts with the top line miss on ibm. all right, let's move it back to our panel. dan, if you want to comment on some earnings we're receiving. overall it has been a very satisfactory fourth quarter earnings reporting season. how do you think that will affect the valuation of the marketplace as a whole? >> look, the market came into this year, the s&p valued at 17, 18 times. that is a little bit higher than the historical mean which is typically around 15 types as...
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Jan 20, 2015
01/15
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CNBC
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. >> what about guidance, ibm and netflix reporting that have been reliant on international growth lately. we've got all this currency head wind to take into effect as well as economic uncertainty in those markets. should we be watching out for that? >> fx is something to look out for. that will unfortunately play a big part one way or the other how the stock swings and another number to look for as well. >> but to your point on the slate, i think it's undeniable the past quarter there wasn't a lot of great new stuff out of netflix but rich greenfield from btig's note was have you looked at netflix's release schedule and the release schedule for the coming quarter and beyond is mind blowing. every hit show they've had basically has a sequel, lot of stuff they feel ambitious about. that will give them the ability to have guidance that's pretty strong for this coming quarter. >> we're probably not going to have you on the show for a few weeks as you're trying to catch up on everything. >> i will have to go into a cave and watch every second season. >> how are you going to fly your drones in
. >> what about guidance, ibm and netflix reporting that have been reliant on international growth lately. we've got all this currency head wind to take into effect as well as economic uncertainty in those markets. should we be watching out for that? >> fx is something to look out for. that will unfortunately play a big part one way or the other how the stock swings and another number to look for as well. >> but to your point on the slate, i think it's undeniable the past...
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Jan 20, 2015
01/15
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BLOOMBERG
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because of a loss in hedging. 11 straight quarters ibm has posted falling revenues. down 13% year-over-year in the fourth order profits down 11%. maybe there are positive signs. of 60% for the full year. t-mobile and business analytics they get bigger and bigger. online travel companies exploring possible sales. the owner of orbitz reaching out to poor tinsel -- potential suitors. and music app shazam just raise $30 million in a new round of funding, pushing all you asians asked billion dollars. -- pushing past $1 billion. and starting with $409, it is the largest funding round ever. and despite a collapsing bitcoin currency. now to the lead, get ready for netflix in all corners of the globe. the streaming service has a global expansion program going so well that it will be in 200 countries by the end of the year. generating material global profits into 2017. no profits in the fourth quarter but 4.3 million subscribers. the revenues were up and there was no cash flow. net income on $83 million. that stock is aiming after hours. -- zooming after hours. i say the stock
because of a loss in hedging. 11 straight quarters ibm has posted falling revenues. down 13% year-over-year in the fourth order profits down 11%. maybe there are positive signs. of 60% for the full year. t-mobile and business analytics they get bigger and bigger. online travel companies exploring possible sales. the owner of orbitz reaching out to poor tinsel -- potential suitors. and music app shazam just raise $30 million in a new round of funding, pushing all you asians asked billion...
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Jan 23, 2015
01/15
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CNBC
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there's a new way to work and it's made with ibm. ♪ it feels good it feels good♪ >> just about ten minutes before the bem bell. watching sky works. >> the best isn't good enough. delivered what i call picture perfect quarter, doing business with apple, becoming the internet of all things semiconductor company. a stock that is straight up people will come in and take profits, no matter what. i think after the smoke clears go back and buy what he's selling, maybe the best internet of things play that i've seen so far. >> on the heels of sandisk's warning which is probably the worst warning of the quarter? >> sandisk, by the way, looks like a low multiple stock but absolutely missed the quarter, multiple ways. preannounced, then they reported and they had basically guide down again. that's not what you want. you want -- you want sky works. this has been a big disappointment, sandisk, i'm surprised. i want them to cop.comme on any show and explain. customers are rejecting. >> kimberly-clark debate around this one. >> yes one, a lot o
there's a new way to work and it's made with ibm. ♪ it feels good it feels good♪ >> just about ten minutes before the bem bell. watching sky works. >> the best isn't good enough. delivered what i call picture perfect quarter, doing business with apple, becoming the internet of all things semiconductor company. a stock that is straight up people will come in and take profits, no matter what. i think after the smoke clears go back and buy what he's selling, maybe the best internet...
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Jan 2, 2015
01/15
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CNBC
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and it's made with ibm. tdd# 1-800-345-2550 [ male announcer ] your love for trading never stops tdd# 1-800-345-2550 even on the go. tdd# 1-800-345-2550 open a schwab account, and you could earn tdd# 1-800-345-2550 300 commission-free online trades. tdd# 1-800-345-2550 so if you get a trade idea schwab can help you take it on. tdd# 1-800-345-2550 we're getting a lot of questions tdd# 1-800-345-2550 about organic food stocks. tdd# 1-800-345-2550 [ male announcer ] sharpen your instincts tdd# 1-800-345-2550 with in-depth analysis by schwab experts. tdd# 1-800-345-2550 and if you want to run your idea tdd# 1-800-345-2550 by a schwab trading specialist, tdd# 1-800-345-2550 our expertise is just a tap away. tdd# 1-800-345-2550 what's on your mind lisa? tdd# 1-800-345-2550 i'd like to talk about a trade idea. tdd# 1-800-345-2550 let's hear it. tdd# 1-800-345-2550 [ male announcer ] see how schwab can help tdd# 1-800-345-2550 light a way forward. tdd# 1-800-345-2550 so you can make your move, wherever you are tdd#
and it's made with ibm. tdd# 1-800-345-2550 [ male announcer ] your love for trading never stops tdd# 1-800-345-2550 even on the go. tdd# 1-800-345-2550 open a schwab account, and you could earn tdd# 1-800-345-2550 300 commission-free online trades. tdd# 1-800-345-2550 so if you get a trade idea schwab can help you take it on. tdd# 1-800-345-2550 we're getting a lot of questions tdd# 1-800-345-2550 about organic food stocks. tdd# 1-800-345-2550 [ male announcer ] sharpen your instincts tdd#...
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Jan 25, 2015
01/15
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WCAU
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morgan stanley mixed expectations, ibm came in ahead although its revenue fell short. american express, netflix and, bay beat estimates. the software giant unveiled windows 10 nicknamed spartan. lid come request two browsers, is tablet and touch friendly and will be available this year. bank of america is the second-largest bank in the united states and it touches nearly half of the u.s. population in some way. what bette thor to find out what the all important american consumer is thinking and doing. we spoke to ceo brian moynihan to get a better idea. >> well, it's been an interesting late winter in the sense that you had the oil start moving, the rate structure move drad gnatally but it's moving around based on economics and as we look out the world we see the world growing next year not as fast as people would like it. we see the united states picking up growth and everything sorts that. at the end of the day it will reflect people's view of economics and everybody will start pulling back. then you had some examples of reallien usual things in this country and a fe
morgan stanley mixed expectations, ibm came in ahead although its revenue fell short. american express, netflix and, bay beat estimates. the software giant unveiled windows 10 nicknamed spartan. lid come request two browsers, is tablet and touch friendly and will be available this year. bank of america is the second-largest bank in the united states and it touches nearly half of the u.s. population in some way. what bette thor to find out what the all important american consumer is thinking and...
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Jan 30, 2015
01/15
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CNBC
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she's also going to receive $13.3 million worth of ibm stock in the form of a performance stock grant. that is going to cover the years 2015, 2016 and 2017 if all performance metrics are realized. she will receive that full stock grant payable in the year 2018. it's also worth noting here this is ginni rometty's first increase since she took over in 2012. it's also a little controversial and we know this because ibm has been the worst performing stock on the dow over the past two years and you can see here over the last year down 14% versus a gain of 11% for the overall s&p 500. this year-to-date it's down 4%. so an interesting point here it looks like ibm ceo ginni rometty will have to meet a lot of benchmarks to get that compensation payment payable in full. >> just a quick reaction. are you surprised? do you think that's why they chose a friday evening? >> possibly. it doesn't seem like huge numbers. >> it sounds like it sends a pretty strong message to shareholders that it's going to be incentive based. >> but how many people at ibm do you think get a 6.7% raise -- >> nobody. she'
she's also going to receive $13.3 million worth of ibm stock in the form of a performance stock grant. that is going to cover the years 2015, 2016 and 2017 if all performance metrics are realized. she will receive that full stock grant payable in the year 2018. it's also worth noting here this is ginni rometty's first increase since she took over in 2012. it's also a little controversial and we know this because ibm has been the worst performing stock on the dow over the past two years and you...
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Jan 31, 2015
01/15
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BLOOMBERG
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they talked a little bit about this on the call in terms of the business sad -- business side and ibm having a positive impact. bloomberg reported about a larger screen ipad which is also in the works in 2015. that may be some hope but i don't think it changes the broader scene which is the ipad is probably a low single-digit grower. >> fred hickey is a high-tech strategist. i look forward to getting on my ipad. i am reading on my new phone now and i wonder if users are finding that the killer app for the ipad isn't there. >> the ipad unit growth numbers suggest that is exactly what is happening. >> we have seen four quarters of this. the phone has only been around for one quarter. could the tablet be a fad? >> i don't think it's going to be a fad. there is clearly a place for it. there needs to be more applications that are optimized to get it to grow again. the other piece that plays into this is the replacement rate is a little bit longer than typical phones. i think having -- i think it hasn't grow -- it hasn't normalized the growth yet. >> facebook may be starting to look a littl
they talked a little bit about this on the call in terms of the business sad -- business side and ibm having a positive impact. bloomberg reported about a larger screen ipad which is also in the works in 2015. that may be some hope but i don't think it changes the broader scene which is the ipad is probably a low single-digit grower. >> fred hickey is a high-tech strategist. i look forward to getting on my ipad. i am reading on my new phone now and i wonder if users are finding that the...